CAP TABLE INPUT WORKFLOW
From documents to accurate, audit-ready data.
Accurate valuations begin with accurate data. Our team of valuation specialists reviews all relevant legal and financial documents, extracts the critical economic terms and rights, and inputs them into VCM. We then produce an "Abstract" PDF with references – giving you a clear, traceable, and audit-ready foundation for valuation.
1. REVIEW DOCUMENTS
Our team reads and interprets the agreements and terms to identify all economic rights, preferences and conditions.
We understand the documents so the data is captured correctly.
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2. INPUT DATA INTO VCM
All terms, rights and economic details are captured in our rights-aware cap table and waterfall engine.
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Structured, accurate and ready for calculation.
3. PRODUCE “ABSTRACT” PDF
A clear record of the key terms identified and the source document, section and page where each was found.
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Clear, traceable and audit-ready.